Since 1985, Reby Advisors has been helping families pursue financial independence by providing financial planning and investement management services focused on building wealth, generating income for retirement, and minimizing the risks to the family's lifestyle.
The firm was recognized by Barron’s magazine as one of America's Top Financial Advisors and the No. 1 independent financial advisor in Western Connecticut. The Reby Advisors team includes five CERTIFIED FINANCIAL PLANNER™ professionals and a dedicated support staff committed to the firm's guiding principles of integrity, respect, communication, and team spirit.
Through their signature planning tool, The Lifestyle Sustainability Scorecard™, Reby Advisors helps clients clarify goals and develop core strategies to achieve them, maximize income capability, protect and conserve wealth, minimize income taxes, leave a legacy to heirs or charities, and remain calm and rational during times of market fear.
The ideal Reby Advisors client has $500,000 to engage in their wealth building, is passionate about their goals, and realizes that achieving them requires both money AND planning. They allow their financial advisor into their lives on an intimate level in order to develop a true wealth plan customized for their values and goals.
The firm offers a complimentary retirement income analysis and consultation for qualified individuals and families seeking to establish a long-term relationship with a fiduciary advisor.